Kapstone Financial Advisors LLC Energy Sector Spdr Transaction History
Kapstone Financial Advisors LLC
- $177 Billion
- Q1 2025
A detailed history of Kapstone Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 7,953 shares of XLE stock, worth $655,247. This represents 0.42% of its overall portfolio holdings.
Number of Shares
7,953
Previous 8,117
2.02%
Holding current value
$655,247
Previous $728 Million
2.08%
% of portfolio
0.42%
Previous 0.39%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,186Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.74 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.47 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.18 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$779 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$732 Million0.12% of portfolio